See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,536 | $209,336-70.6% | $197,124-68.8% | $137,256-55.2% |
| Participation rate | 53.8% | 87.3%-33.5pp | 86.7%-32.9pp | 80.0%-26.1pp |
| Annual return | 15.98% | 48.09%-32.1pp | 44.34%-28.4pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,250 | $6,591-81.0% | $6,227-79.9% | $4,156-69.9% |
| Participant deferral / active EE | $3,670 | $9,614-61.8% | $9,135-59.8% | $6,407-42.7% |
| Admin fee / account holder | $3,425 | $17,308-80.2% | $16,298-79.0% | $12,270-72.1% |